Branch Operations Manager - Commercial Lines
About the job
- At least 5 years of commercial insurance industry experience with broad industry knowledge.
- At least 2 years of management or supervisor experience.
- All required active property and casualty licensing.
- A high school diploma or equivalent.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel.
- Strong communication, people management, and negotiation skills.
- Lead all insurance operations management activities within the assigned branch, including operations team performance, strategic and tactical plan implementation, budgeting, goal setting, reporting, staff professional development, policy and procedure implementation, human resource management, quality assurance, productivity, and customer service management.
- Serve personally as Account Manager for an assigned book of business.
- Direct daily activities and workflow of the branch team.
- Drive annual strategic and tactical plans.
- Manage branch profit and loss, control costs, and achieve financial goals.
- Understand and manage the annual budget.
- Communicate leadership vision and mission for the branch.
- Build and manage a qualified operations team.
- Participate in recruitment and evaluate merger and acquisition opportunities.
- Recommend staff actions, including acquisition and succession planning.
- Ensure compliance with human resource processes and policies.
- Establish and monitor productivity, efficiency, quality, and service standards.
- Encourage personnel growth and development.
- Develop future branch operations leaders.
- Promote company culture and improve employee engagement.
- Identify performance gaps and implement corrective actions.
- Monitor and interpret performance data.
- Maintain communication with the Regional Director of Operations and sales leadership.
- Resolve operational issues with branch 1099 sales personnel.
- Develop core work processes and ensure compliance with them.
- Implement and enforce company policies.
- Maintain technical competence and industry expertise.
- Continuously improve management and leadership skills.
- Develop and maintain positive relationships with company leadership and employees.
- Demonstrate integrity and leadership.
- Participate in producer or agency acquisition and integration.
- A Certified Insurance Service Representative or Certified Insurance Counselor designation.
About the company
Insurance Office of America (IOA) is a large, privately held insurance broker offering property and casualty coverage, employee benefits, and personal lines, along with risk management services and insurtech solutions. It works by employing licensed brokers who assess clients’ risks, design customized insurance programs, and place coverage with a network of insurance carriers, often including ongoing risk management support and technology-enabled tools to monitor and optimize policies. IOA differentiates itself through its private ownership, scale with over 60 offices and 1,300 associates in the U.S. and U.K., and its emphasis on risk management and insurtech innovation, rather than relying on a single carrier or product. Its goal is to help clients protect assets, manage risk, and control costs through comprehensive coverage, expert guidance, and technology-enabled services.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Longwood, Florida
Founded
1988
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Simplify's Take
What believers are saying
- IOA closed All Risk Insurance Group in June 2026, adding South Florida distribution.
- IOA acquired Insurance Queen assets in March 2026, extending personal-lines scale.
- Paul Sullivan became first Chief Growth Officer, sharpening pipeline generation and M&A execution.
What critics are saying
- January 2026 breach exposed data for 12,913 people, fueling lawsuits and regulator scrutiny.
- September 2025 Simply IOA cut 66 roles, signaling integration pressure and margin discipline.
- IOA's 2020 defamation fight shows recurring partner conflict, threatening culture and retention.
What makes Insurance Office of America unique
- IOA launched IOA 2.0 in May 2025 with MDP and Navacord capital.
- IOA keeps founder leadership: Heath Ritenour, Jeff Lagos, and Rob Motley remain.
- IOA spans 60-plus offices nationally, strengthening local coverage and cross-selling.
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Benefits
- Health Insurance
- 401K with employer match
- Paid Holidays
- Paid Vacation
- Paid Sick Leave
- Remote Work Options
- Hybrid Work Options
- Community Service Commitment